JACOB WILLIAM, INC.
Legal name: JACOB WILLIAM ADVISORY
CRD #151468 SEC #801-70594 TIMONIUM, MD 410-821-6724
SEC Registered
Total AUM
$56.7M
Discretionary
$56.7M
Employees
1
Clients
11
Accounts
452
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORRISON, WILLIAM, DANIEL | I | DIRECTOR | D | Control |
| MORRISON, WILLIAM, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORRISON, WILLIAM, DANIEL | I | DIRECTOR | D | Control |
| MORRISON, WILLIAM, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORRISON, WILLIAM, DANIEL | I | DIRECTOR | D | Control |
| MORRISON, WILLIAM, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORRISON, WILLIAM, DANIEL | I | DIRECTOR | D | Control |
| MORRISON, WILLIAM, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORRISON, WILLIAM, DANIEL | I | DIRECTOR | D | Control |
| MORRISON, WILLIAM, DANIEL | I | CHIEF COMPLIANCE OFFICER | D | Control |
| RING, MARK, JACOB | I | DIRECTOR | D | Control |
| RING, MARK, JACOB | I | DIRECTOR | D | Control |
| RING, MARK, JACOB | I | DIRECTOR | D | Control |
| RING, MARK, JACOB | I | DIRECTOR | D | Control |
| RING, MARK, JACOB | I | DIRECTOR | D | Control |
Registrations
Federal
IA
Mar 20, 2012 REGISTERED
Notice Filings (1)
MD
Address
9515 DEERECO ROADSUITE 201
TIMONIUM, MD 21093
United States
Phone: 410-821-6724